Motive Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15M | Sell |
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|
2025
Q2 | $14.2M | Sell |
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|
2025
Q1 | $12.9M | Sell |
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|
2024
Q4 | $13.8M | Sell |
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|
2024
Q3 | $13M | Hold |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $3.83M | Sell |
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|
2023
Q3 | $3.51M | Hold |
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|
2023
Q2 | $3.64M | Hold |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $9.34M | Sell |
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|
2022
Q3 | $8.94M | Hold |
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|
2022
Q2 | $9.46M | Sell |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $12.8M | Sell |
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|
2021
Q3 | $13.1M | Sell |
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|
2021
Q2 | $13.5M | Buy |
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